MIM

Meridiem Investment Management Portfolio holdings

AUM $5.5B
1-Year Est. Return 10.78%
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.64B
AUM Growth
+$906M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$81.6M
2 +$63.5M
3 +$49.9M
4
FI icon
Fiserv
FI
+$46.7M
5
MA icon
Mastercard
MA
+$41.3M

Top Sells

1 +$89M
2 +$61.7M
3 +$25.6M
4
ADBE icon
Adobe
ADBE
+$6.65M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$319K

Sector Composition

1 Technology 44.2%
2 Healthcare 25.15%
3 Consumer Discretionary 14.99%
4 Financials 12.02%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.17M 0.03%
3,962
27
$1.12M 0.02%
1,689
-199
28
$861K 0.02%
7,530
29
$666K 0.01%
1,666
+841
30
$525K 0.01%
2,800
31
$455K 0.01%
3,350
32
$428K 0.01%
5,080
33
$415K 0.01%
1,172
+402
34
$392K 0.01%
2,500
35
$391K 0.01%
+4,904
36
$377K 0.01%
+4,571
37
$367K 0.01%
+1,743
38
$362K 0.01%
4,045
+3,245
39
$351K 0.01%
+3,221
40
$340K 0.01%
+1,181
41
$319K 0.01%
+921
42
$317K 0.01%
1,862
+1,482
43
$300K 0.01%
1,935
+750
44
$280K 0.01%
5,387
45
$264K 0.01%
2,640
46
$261K 0.01%
+5,280
47
$253K 0.01%
+5,017
48
$241K 0.01%
6,000
49
$220K ﹤0.01%
500
50
$217K ﹤0.01%
+1,940